ZETA(US:ZETA)2022-02-24 05:13Financial Performance & Growth - Full Year 2021 revenue growth exceeded expectations, with a 32% increase reported in Q4'21[4] - Adjusted EBITDA grew approximately 2.5 times faster than revenue growth in 2021, accompanied by a 300 bps year-over-year margin expansion[3] - The company achieved record cash flow from operating activities, totaling $443 million in 2021[3] - Direct platform revenue mix increased to 77% in Q4'21, up from 60% in Q4'20[5] - The company is targeting over $1 billion in revenue and a 20%+ Adjusted EBITDA margin by 2025[3] Customer Metrics - The number of scaled customers, defined as those generating over $100,000 in revenue on a trailing twelve-month basis, reached 355 in 2021[5] - Scaled customer ARPU (Average Revenue Per User) was $368,000 in Q4'21, a 10% year-over-year and 15% quarter-over-quarter increase[5] - Total Zeta Net Revenue Retention (NRR) was 113% in 2021, compared to 104% in FY'20[5] Future Outlook - The company projects revenue between $540 million and $550 million for FY'22, indicating a year-over-year growth exceeding 25%[30] - Adjusted EBITDA for FY'22 is projected to be between $80 million and $83 million[32] - The company anticipates Adjusted EBITDA margins of at least 20% in the long term[33]